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UnitedHealth

3,110 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 334 funds opening new positions, 1,250 increasing their positions, 1,303 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

4% less repeat investments, than reductions

Existing positions increased: 1,250 | Existing positions reduced: 1,303

1% less funds holding

Funds holding: 3,1473,110 (-37)

4.18% less ownership

Funds ownership: 85.04%80.86% (-4.2%)

Holders
3,110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.52B
2 +$1.19B
3 +$603M
4
SG Americas Securities
SG Americas Securities
New York
+$497M
5
Bessemer Group
Bessemer Group
New Jersey
+$380M

Top Sellers

1 -$2.66B
2 -$1.3B
3 -$1.07B
4
AL
Appaloosa LP
New Jersey
-$776M
5
ClearBridge Investments
ClearBridge Investments
New York
-$702M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
1851
Silver Oak Securities
Tennessee
$845K
PFG
1852
Prosperity Financial Group
California
$844K
CCA
1853
Childress Capital Advisors
Texas
$844K
AFA
1854
Alpha Financial Advisors
North Carolina
$844K
LCM
1855
LVM Capital Management
Michigan
$843K
UCI
1856
Uncommon Cents Investing
Wisconsin
$843K
IIA
1857
IPG Investment Advisors
California
$839K
CLOS
1858
Compagnie Lombard Odier SCmA
Switzerland
$837K
QWP
1859
Quotient Wealth Partners
Texas
$836K
CIC
1860
Cornercap Investment Counsel
Georgia
$835K
RP
1861
Riverwater Partners
Wisconsin
$833K
HR
1862
Hardy Reed
Mississippi
$827K
LWM
1863
Lodestone Wealth Management
Washington
$827K
GKFF
1864
George Kaiser Family Foundation
Oklahoma
$827K
IIC
1865
Integrated Investment Consultants
Michigan
$826K
SPC
1866
Spirepoint Private Client
Florida
$821K
CA
1867
CoreCap Advisors
Michigan
$821K
CCG
1868
Coastwise Capital Group
California
$821K
CIP
1869
Convergence Investment Partners
Florida
$821K
EPA
1870
Element Pointe Advisors
Florida
$820K
GSEP
1871
Golden State Equity Partners
California
$818K
VCM
1872
Vivaldi Capital Management
Illinois
$815K
BG
1873
Bollard Group
Massachusetts
$812K
TA
1874
TCM Advisors
West Virginia
$811K
CWA
1875
Consilium Wealth Advisory
Texas
$811K